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Horizon Technology Finance

64 hedge funds and large institutions have $30.1M invested in Horizon Technology Finance in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-14
Holders Change %
-17.95%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
23
Reduced
17
Closed
24
Calls
$1.61M
Puts
$1.4M
Net Calls
+$212K
Net Calls Change
+$804K
Name Holding Trade Value Shares
Change
Shares
Change %
GAA
1
Green Alpha Advisors
Colorado
$3.38M +$643K +68,295 +24%
TI
2
TrueMark Investments
Illinois
$2.57M +$595K +63,134 +30%
Legal & General Group
3
Legal & General Group
United Kingdom
$2.52M +$272K +28,804 +12%
Two Sigma Investments
4
Two Sigma Investments
New York
$2.49M +$1.52M +161,174 +156%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.25M +$1.78M +189,100 +379%
CWM
6
Connecticut Wealth Management
Connecticut
$1.99M +$3.05K +324 +0.2%
TI
7
Trexquant Investment
Connecticut
$1.86M -$8.59K -912 -0.5%
BlackRock
8
BlackRock
New York
$1.64M +$124K +13,176 +8%
VIA
9
Virtus Investment Advisers
Connecticut
$1.33M +$1.33M +141,542 New
Morgan Stanley
10
Morgan Stanley
New York
$1.1M +$360K +38,238 +49%
FIM
11
Freedom Investment Management
Connecticut
$1.04M -$62.4K -6,625 -6%
LPL Financial
12
LPL Financial
California
$836K -$830K -88,075 -50%
Citadel Advisors
13
Citadel Advisors
Florida
$670K -$81.7K -8,678 -11%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$594K +$99.9K +10,603 +20%
ES
15
ETF Store
Kansas
$521K +$74.2K +7,877 +17%
FFBTD
16
First Financial Bank - Trust Division
Ohio
$431K
UBS Group
17
UBS Group
Switzerland
$426K -$1.02M -108,306 -71%
Osaic Holdings
18
Osaic Holdings
Arizona
$423K -$97.9K -10,394 -19%
Wells Fargo
19
Wells Fargo
California
$352K +$202K +21,419 +134%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$351K +$170K +18,047 +94%
Canada Life
21
Canada Life
Manitoba, Canada
$340K +$62.9K +6,668 +23%
AQR Capital Management
22
AQR Capital Management
Connecticut
$340K -$6.91K -734 -2%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$303K -$6.16K -734 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$235K -$13K -1,380 -5%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$230K +$6.98K +740 +3%